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Seminars

Upcoming Public and Professional Seminars and Events

Living Trusts Seminar
How to Plan Your Estate to Help Ensure Your Assets Pass to Your Family – Intact!

Taught by: John R. Phillips and Justin W. Blow

Please call the reservation line 303-755-5800 to reserve your spot.

February 2019

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  • Seminars Coming Soon In February
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  • NO Seminars
  • Happy Valentine’s Day
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  • President’s Day

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  • Living Trust Seminars- Centennial (Koelbel Library- Room A) 10 am to 12 pm

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  • Living Trust Seminar- Centennial (Southglenn Library Room A&B) 2 pm to 4 pm

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  • Living Trust Seminar- Lakewood (Courtyard by Marriott) 12 pm to 2 pm
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  • Living Trust Seminar- Littleton (Roxborough Library) 1 pm to 3 pm

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  • Living Trust Seminar-Denver (Virginia Village Library) 1 pm to 3 pm

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  • Living Trust Seminar- Littleton (Columbine Library) 6 pm to 8 pm

PUBLIC SEMINARS:

Living Trusts Seminar

How to Plan Your Estate to Help Ensure Your Assets Pass to Your Family -Intact!

Taught by: John R. Phillips & Justin W. Blow

Synopsis: A comprehensive overview of Revocable Living Trusts and how they can be used to help pass your assets to your family quickly and efficiently.   Designed for members of the public without background in estate planning. This seminar has valuable information in order for you to decide on what Estate Planning tools will work best for you.

Topics covered include:

Please keep visiting our website to check for more upcoming seminar dates and locations.

Please contact us to make arrangements for private seminars for your group or organization. John can speak on a variety of topics and will customize to fit your needs.


PROFESSIONAL INSTRUCTION:

Estate Planning for Professionals

Taught by: John R. Phillips

Synopsis: Intense, concentrated, accelerated professional designation course. 30+ classroom hours in one weekend to prepare students for the Certified Financial Planner TM designation.  This qualifies John for the academic requirements for estate planning certifications.

Prerequisite: Valid enrollment in one of these three professional designation programs or by special permission of the course provider.

Dates and Locations:

Location: To Be Determined

Dates: To Be Determined

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